See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,406 | $150,440-51.2% | $136,294-46.1% | $147,584-50.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 39.31% | 1049.08%-1009.8pp | 5155.94%-5116.6pp | 578.55%-539.2pp |
| Employer contribution / active EE | $1,481 | $5,256-71.8% | $4,695-68.5% | $4,876-69.6% |
| Participant deferral / active EE | $1,905 | $6,630-71.3% | $6,247-69.5% | $5,439-65.0% |
| Admin fee / account holder | $6,656 | $10,905-39.0% | $9,243-28.0% | $10,885-38.9% |